401(k) · DOL Form 5500 · 2024

Youngwilliams, P.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,142
Participants Near avg headcount
70th
Percentile by assets National rank
$17,329
Avg per participant Low balance/head
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Official DOL plan name: Youngwilliams P.C. 401(k) Profit Sharing Plan · Sponsored by Youngwilliams, P.C. · Mississippi · Professional & Technical Services

$20M in assets, 1,142 participants

Youngwilliams, P.C.'s Youngwilliams P.C. 401(k) Profit Sharing Plan reported $20M in total assets and 1,142 participants in its 2024 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,981 in Professional & Technical Services (20,173 peers)

Coverage in Mississippi

Youngwilliams P.C. 401(k) Profit Sharing Plan covers 1,142 participants in Mississippi, 3.1x the typical Mississippi plan (state average ~366 per filing). Assets: $20M.

#13,981
in Professional & Technical Services (20,173 peers)
+14.9%
assets growth YoY

Youngwilliams P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Youngwilliams P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,789,195 Top 30% higher than 70% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Youngwilliams P.C. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Youngwilliams P.C. 401(k) Profit Sharing Plan lands in the large band (1,142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Youngwilliams P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Youngwilliams P.C. 401(k) Profit Sharing Plan reported participants fell from 1,258 in the plan year 2023 filing to 1,142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 640847009 · Youngwilliams, P.C. PY 2024 · 401(k)

Youngwilliams P.C. 401(k) Profit Sharing Plan · $20M · 1,142 · 70th

  • ASSETS $20M
  • ASSETS 1,142
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Orthopedic Health of Kansas City P. C. Profit Sharing 401(k) Plan
  • ASSETS ind #13981

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Mississippi →

Youngwilliams P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Youngwilliams P.C. 401(k) Profit Sharing PlanYoungwilliams P.C. 401(k) Pr…$20MOrthopedic Health of Kansas City P. C. Profit Sharing 401(k) PlanOrthopedic Health of Kansas …$20MBallston Spa National Bank Supplemental Retirement Savings PlanBallston Spa National Bank S…$20MDavis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing PlanDavis-Moore Automotive, Inc.…$20MU.S. Holdings, Inc. Et Al 401(k) PlanU.S. Holdings, Inc. Et Al 40…$20M
End-of-year total assets ($M) among Youngwilliams P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN640847009
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Youngwilliams, P.C.)

Sponsor-wide plan assets over time

All Youngwilliams, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.537692957946796% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $19.8M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 1,088 $15M
2023 1 1,258 $17M
2024 1 1,142 $20M

Nearby 401(k) Plans in Mississippi

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Youngwilliams P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Youngwilliams P.C. 401(k) Profit Sharing Plan, Total assets ($M): 19.789195 · Participants: 1142Youngwilliams P.C. 401(k) Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Youngwilliams P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Youngwilliams P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Youngwilliams P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Orthopedic Health of Kansas City P. C. Profit Sharing 401(k) Plan in MO ($20M); by covered participants it is Shields Health Care Group 401(k) Profit Sharing Plan in MA (1,142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,142 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Youngwilliams P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Youngwilliams P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 14.9% during 2024, from $17M to $20M. Reported net income was $3M.
How have Youngwilliams, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Youngwilliams, P.C.'s sponsor-wide assets grew 34.5%, from $15M to $20M.
Which 401(k) plans are similar in size to Youngwilliams P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopedic Health of Kansas City P. C. Profit Sharing 401(k) Plan in MO ($20M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Youngwilliams P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shields Health Care Group 401(k) Profit Sharing Plan in MA (1,142 participants, $104M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640847009.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.